what is business process management server

7/27/2019 What is Business Process Management Server

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Copyright 1995-2008 Open Text Inc. All rights reserved.

What is Business Process Management Server?

LiveLinkUp 365 Webinar

Roland Jger

Product Manager Transactional Content Processing

Open Text Corporation


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Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 2

Motivations for BPM


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What is the motivation for using BPM?

Agility Compliance

Performance

Reduced cycle time

Quick wins fast RIO

Fast adoption of changed

business needs

Self-determined compliance

ISO 9000

ITIL

Mandated Compliance

SOX

HIPAA

FDA


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Two examples

Agility Compliance

Employee On-bording

Get personal equipment

Mobile Phone

Personal Computer,

Desk

Access to relevant IT

systems and

properties

Allow productivity sooner

Reduce risks

Employee Termination

Return personal equipment

Withdraw all permissions

and access rights to IT

systems and properties

Comply with regulations

Reduce risks


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Definition of terms


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Definition of terms

Process Class

- An implementation of a business case e. g. claim

processing

Process Instance- An instance of a Process Class, e. g. the claim

#201552 by Samanta Jones

Process Work Item

- The work package assinged to a user

Slide 6


7/39Copyright 1995-2008 Open Text Inc. All rights reserved. Slide 7

Personas


8/39Copyright 1995-2008 Open Text Inc. All rights reserved.

Involved personas

Business Owner: Carol

Workflow designer: Judy

IT: Michael

Operating: Maria

Management: Ken

Slide 8



Role specifics

Business Owner

IT

Operating

Management



Model: Graphical Process Designer

Configuration of Process

map Assigning users + roles

Configuration of businessrules

Definition escalationmanagement

Forms definition &

generation Process documentation



Administration

Administration of the org.

structure- Organizations

- Departments

- Roles

- Manager relations

User repository integration(LDAP)

Permissions

Administration of BusinessProcesses

Versioning

In-flight changes

System maintenance



Automate: Web User Interface

End User front end

Working via forms

Providing standard BPM

functionalities- Ad hoc

- Forms

- Audit trail

- Instructions

- Dispositions

Document Management



Automate: End User notification



Automate: Process Manager for MOSS 2007



Monitor: User Client - Monitoring

Status tracking

Aggregated views- User information

- timing information

- Attributes

Overview of all processes

Permission model based



ProcessMiner

Optional module

Extract from Process data

base to BI data base

Transform data for BI

analytics

Use BI tool of choice to

analyze the process data



A day in Judys life


18/39Copyright 1995-2008 Open Text Inc. All rights reserved.

Example - Claims Processing

Slide 18

Claims Processing Workflow

Customer

Scanning & Imaging

Claims Mangemt. System

Claim Form

AppraiserPictures

RepairShop

Receipts

BPM

Solution

PaymentAuthorization

Specialists

Approvers

Managers

ClaimsAgent

Wf-XML

Management
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Organization

User

Interface

ContentProcess

Business Process

Integration

6 7 8 92 3 4 5

Business

Rules


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Process

Process routing User assignment (roles)

Escalation Management

Automated activities

(Agents) Scripting

Rules


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Content

Workflow attributes carry the

context of a businessprocess

Document attributes

workflow attributes

Content integration

Enterprise Server

PDMS

eDOCS

Enterprise Library


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User Interface

Role / step specific UI for

end users

UI can be generated by

Process Designer

Can be extended by

programming

User choices

Electronic signature

Web Reports


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Model: Forms Builder

Slide 23


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Business Rules

Built-in Rules Engine

- conditions

- rule scripting

Interface to stand-alone BRE engines (likeILOG)JSR 94


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Integration

Integration into 3rdparty applications

- front end

- automated activity

Standard connectors

- SAP- Wf-XML

- Web Service (SOAP)

Custom connectors

- Java coding

- .NET coding


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Organization

Workflow routing based on organizational

structure

- Reduce manual routing of workflows

- Emphasize the added value of work Build business style org structure

- Use departments

- Use roles

- Use manager relation


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Organization

User

Interface

ContentProcess

Business Process

Integration

6 7 8 92 3 4 5

Business

Rules


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End User UI

Slide 28


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Document Search & Retrival

Slide 29


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Repository Integration


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High Level architecture

Livelink

Enterprise Server

Transactional

Content

Processing

Production

Document

Managment

Enterprise Library

Services

eDOCS DM


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Summary

R l ifi


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Role specifics

Business Owner

IT

Operating

Management

S


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Summary

Livelink ECMBPM Server- Is a complete BPM product with a more than 10 year historyand several hundred successful customer implementations

- Focus on Transactional Content Processing

- Strengths around fast and flexible deployments

Customer References
http://images.google.de/imgres?imgurl=http://www.cherishonline.co.uk/images/ebay_logo.gif&imgrefurl=http://bloxa.blogspot.com/&h=150&w=150&sz=3&hl=de&sig2=tJ0YZoQxAI2FzS-r5ekTkQ&start=13&tbnid=BV3qIpxs6b2ZrM:&tbnh=96&tbnw=96&ei=dUWKRbXjE8bqiwG9mIiHAg&prev=/images%3Fq%3DeBay%2BLogo%26svnum%3D10%26hl%3Dde%26lr%3Dhttp://www.munichre.com/pages/homepage/default_de.aspxhttp://www.mondibp.com/EN/portal/home/home.aspxhttp://www.esbi.ie/index.htmhttp://www.nissan.nl/home/index.htmlhttp://www.aventis.de/http://www.abb.de/


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Thank you for your attention

Roland [email protected]

C t E l Wi t th C dit & C ti


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Slide 36

Customer Example Winterthur Credit & Caution

BACKGROUND

Founded 1875

Since 2007 member of Axa Group

Market share in home market

Switzerland approximately 20 %

5,900 employees

1.5 Mio. customers / 2.86 Mio.

policies

Project at Winterthur Credit &

Caution

CHALLENGE

Core business processes are predominantlypaper based in combination with a 20 years indevelopment host application

Decisions get slowed down and are risky due tolack of information

Further growth & efficiency increases are limited

Objective: reduce processing 50%, be able todouble the number of managed requests

SOLUTION

Electronic mailroom to capture all inboundinformation

Four tightly coupled BPM processes to managecore business completely electronically

Tight Integration of legacy app. (Cobol) via XML

Integration of terminal within BPM client

BENEFITS

Reduced processing time and costby apprx. 50 %

Faster and better decisions based on mostcurrent information, reduced risk

Readiness for further growth (!)

Increased employee satisfaction

S fi A ti A t P bl


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Slide 37

Sanofi - AventisAccounts Payable

Customer Logo

BACKGROUND

AVENTIS S.A. resulted of merger of Hoechst

and Rhne-Poulenc

Revenue: 17,59 Billionin 2002

71.000 employees in 2002

Core Business:

Prescription drugs, human vaccines and 50%equity stake in Merial, an animal health joint

venture with Merck & Co.

Primary markets:

US

France

Germany

CHALLENGE

Standardize and streamline financialprocesses globally

Design and implement an integratedReceipt to Pay Process for all Europeancountries, enabling to reach significantimprovements and significant businessbenefits.

SOLUTION

Reorganization of the Accounts Payableprocess, roll out to 20 countries

Combined solutions consisting of severalproducts of the OT ECM Suite

Combination of SAP workflow, BPM Serverand PDMS

20.000 Users involved in approval process

BENEFITS Increase the productivity of A/P staff through

automation of manual tasks

Reduce the time and cost associated withresolving anomalies and invoice approval

Eliminate time and cost associated withrecovering documents

Flexibility for organizational changes

Si M di l S l ti
http://www.aventis.de/http://www.aventis.de/


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Siemens Medical Solutions

CHALLENGE

Ensure spare part delivery for medicaldevices

Comply with Food and Drug Administration(FDA) regulations

Difficulties to change & improve businessprocesses due to high certification efforts

SOLUTION

New spare part solution based on LivelinkBPM Server which ensures completion intime

Implementation of Business Solution Partsto leverage BPM as flexible platform forother solutions

BENEFITS

Ensure patients health by fast and reliable

spare part delivery Reduced risks for Siemens Med as well as

for their customers

Comply with FDA regulations

Maximum flexibility and reduced effort forchanging processes using BusinessSolution Parts. Effort is expected to be 70 %

less because Livelink BPM Server BSPs getcertified

Islandbanki Transactional Document Processing


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IslandbankiTransactional Document Processing

BACKGROUND

Leading bank in Iceland

Private Banking Corporate & Investment Banking

Insurance Business

1,200 employees

Headquarter in Reykjavik, service

network allover the country

Worldwide operations

CHALLENGE

Distributed organization

Core business processes such asLoans, Leasing and Claims need lots ofpaper coordination

Inefficiencies and impacted customerservice

SOLUTION

Document enabling of SAP basedclaims solution

Loans- & Leasing, Collateral Agreementimplemented as fully electronicsolutions with PDMS & BPM Server,integrated with AS 400

Integration of external dealers to avoid

any media discontinuity

BENEFITS

Global access, on demand to contracts-and customer information

Faster, more efficient management ofcustomer inquiries

I d t i d

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